Filed January 11, 1995
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,713 | $83,477+103.3% | $125,175+35.6% | $72,985+132.5% |
| Participation rate | 52.2% | 73.3%-21.1pp | 79.8%-27.6pp | 69.5%-17.3pp |
| Annual return | 25.87% | 25.78%+0.1pp | 43.79%-17.9pp | 81.00%-55.1pp |
| Employer contribution / active EE | $2,163 | $2,345-7.8% | $3,865-44.1% | $2,440-11.4% |
| Participant deferral / active EE | $3,358 | $3,585-6.3% | $4,937-32.0% | $3,607-6.9% |
| Admin fee / account holder | $3,844 | $5,517-30.3% | $9,702-60.4% | $5,124-25.0% |